30-60-90 Day Onboarding Plan for Processing Archivists

ClickUpClickUp
  • Great for beginners
  • Ready-to-use subcategory
  • Get started in seconds
30-60-90 Day Onboarding Plan for Processing Archivistsslide 1

Starting a new role as a processing archivist requires a structured approach to learning the institution's archival collections, processing standards, and digital systems. A 30-60-90 day plan provides a clear roadmap to help new processing archivists set achievable goals, track progress, and integrate into the archival team efficiently.

This customized 30-60-90 day plan template enables processing archivists to:

  • Establish foundational knowledge of the archival collections and processing policies
  • Develop proficiency in archival description standards and cataloging tools
  • Engage with cross-departmental teams to understand broader institutional workflows
  • Document progress and challenges to refine processing techniques and project management skills

Whether you’re joining a university archive, historical society, or corporate records center, this plan will guide you through the critical milestones to ensure your success as a processing archivist.

Benefits of a 30-60-90 Day Plan for Processing Archivists

Implementing a structured onboarding plan tailored to processing archivists offers several advantages:

  • Provides a clear framework to master archival processing standards such as DACS and EAD
  • Accelerates familiarity with the institution’s collections, enhancing cataloging accuracy and efficiency
  • Facilitates relationship-building with curators, conservators, and digital asset managers
  • Helps prioritize tasks such as appraisal, arrangement, description, and digitization projects

Main Elements of the Processing Archivist 30-60-90 Day Plan

This plan is divided into three progressive phases, each with specific objectives, tasks, and milestones to track your onboarding journey:

First 30 Days: Orientation and Foundation

Focus on understanding institutional policies, archival collections, and processing workflows. Attend orientation sessions, review finding aids, and familiarize yourself with the archival management software (e.g., ArchivesSpace).

  • Complete training on archival standards and institutional guidelines
  • Shadow experienced archivists during processing projects
  • Begin reviewing backlog collections to assess processing needs
  • Set up your workspace and access necessary digital tools

Days 31-60: Skill Development and Initial Contributions

Apply your foundational knowledge by taking on small processing projects. Collaborate with team members to refine description techniques and participate in collection appraisal meetings.

  • Process selected collections under supervision, focusing on arrangement and description
  • Participate in metadata creation and quality control for digital archives
  • Attend cross-departmental meetings to understand broader archival initiatives
  • Document challenges and seek feedback to improve processing methods

Days 61-90: Independent Project Management and Integration

Take ownership of processing projects, manage timelines, and contribute to archival outreach and preservation efforts. Demonstrate proficiency in archival description and project coordination.

  • Lead processing of a mid-sized collection from accession to finding aid publication
  • Collaborate with digital preservation staff to ensure long-term access
  • Present project updates to the archival team and incorporate feedback
  • Develop a personal professional development plan for continued growth

This structured 30-60-90 day plan empowers processing archivists to transition confidently into their roles, delivering meaningful contributions to preserving and making accessible valuable archival materials.

Template details

Explore more

Related templates

See more
pink-swooshpink-glowpurple-glowblue-glow
ClickUp Logo

Supercharge your productivity

Organize tasks, collaborate on docs, track goals, and streamline team communication—all in one place, enhanced by AI.